Purchases and Sales Made in Q3 2024 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q3 2024. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP GROWTH ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
55New |
$13.2K - $14.7K
|
55
$16K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
55+ 4.07% |
$13.2K - $14.7K
|
1.41K
$409K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
54+ 2.28% |
$13K - $14.5K
|
2.43K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
51+ 5.84% |
$12.3K - $13.7K
|
925
$269K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
51+ 425.0% |
$12.3K - $13.7K
|
63
$18.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
51New |
$12.3K - $13.7K
|
51
$14.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
50+ 13.16% |
$12K - $13.4K
|
430
$125K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
50+ 5.85% |
$12K - $13.4K
|
904
$262K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
49+ 0.37% |
$11.8K - $13.1K
|
13.4K
$3.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
49+ 0.12% |
$11.8K - $13.1K
|
40.2K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
48+ 0.65% |
$11.5K - $12.9K
|
7.47K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
46+ 0.8% |
$11.1K - $12.3K
|
5.83K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
46+ 0.17% |
$11.1K - $12.3K
|
27.9K
$8.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
46+ 0.45% |
$11.1K - $12.3K
|
10.2K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
46+ 5.63% |
$11.1K - $12.3K
|
863
$251K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
45+ 3.01% |
$10.8K - $12.1K
|
1.54K
$447K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
42+ 1.49% |
$10.1K - $11.3K
|
2.86K
$830K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
40+ 1.4% |
$9.62K - $10.7K
|
2.9K
$843K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
40+ 3.82% |
$9.62K - $10.7K
|
1.09K
$315K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.1% |
$9.62K - $10.7K
|
38.7K
$11.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
39+ 68.42% |
$9.38K - $10.4K
|
96
$27.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
38+ 3.47% |
$9.14K - $10.2K
|
1.13K
$329K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
38+ 2.9% |
$9.14K - $10.2K
|
1.35K
$392K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
36+ 8.93% |
$8.66K - $9.65K
|
439
$127K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
36+ 4.16% |
$8.66K - $9.65K
|
901
$262K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
34+ 3.67% |
$8.18K - $9.11K
|
960
$279K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
33New |
$7.94K - $8.84K
|
33
$9.58K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 1.74% |
$7.45K - $8.31K
|
1.82K
$527K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
30+ 150.0% |
$7.21K - $8.04K
|
50
$14.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
30+ 1.41% |
$7.21K - $8.04K
|
2.17K
$629K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
29+ 3.03% |
$6.97K - $7.77K
|
986
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
29+ 0.52% |
$6.97K - $7.77K
|
5.65K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 17.79% |
$6.97K - $7.77K
|
192
$55.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
24+ 2.41% |
$5.77K - $6.43K
|
1.02K
$296K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
24+ 2.58% |
$5.77K - $6.43K
|
953
$277K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23+ 1.07% |
$5.53K - $6.16K
|
2.18K
$633K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
22+ 0.29% |
$5.29K - $5.89K
|
7.51K
$2.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
20+ 0.11% |
$4.81K - $5.36K
|
18.6K
$5.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
20+ 8.93% |
$4.81K - $5.36K
|
244
$70.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Zeit Capital LLC
|
BUY
|
- |
20+ 0.18% |
$4.81K - $5.36K
|
11.4K
$3.3M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
20+ 0.62% |
$4.81K - $5.36K
|
3.24K
$940K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
18+ 0.27% |
$4.33K - $4.82K
|
6.67K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17+ 0.26% |
$4.09K - $4.55K
|
6.54K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$4.09K - $4.55K
|
15.5K
$4.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
17+ 1.91% |
$4.09K - $4.55K
|
909
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
16+ 0.67% |
$3.85K - $4.29K
|
2.4K
$697K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16+ 0.17% |
$3.85K - $4.29K
|
9.39K
$2.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
16+ 0.38% |
$3.85K - $4.29K
|
4.18K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.09% |
$3.85K - $4.29K
|
17.6K
$5.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
15+ 0.28% |
$3.61K - $4.02K
|
5.38K
$1.56M
|